SOS
FBCG

Silver Oak Securities’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Silver Oak Securities’s Portfolio FBCG Stock Details FBCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,221
Closed -$233K – 806
2025
Q4 		$233K Buy
+4,221
New +$229K 0.02% 711
2025
Q3 		– Sell
-5,114
Closed -$247K – 772
2025
Q2 		$247K Buy
5,114
+127
+3% +$5.42K 0.02% 593
2025
Q1 		$200K Buy
4,987
+484
+11% +$21.9K 0.02% 593
2024
Q4 		$211K Buy
+4,503
New +$204K 0.02% 583

Other funds holding FBCG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Silver Oak Securities's FBCG Position: Q1 2026 in Review

Silver Oak Securities sold out of Fidelity Blue Chip Growth ETF (FBCG) in Q1 2026, closing a stake of 4,221 shares — an estimated $233K sold.

Silver Oak Securities first reported a position in FBCG in Q4 2024 and held it in 4 quarters. The position peaked at $247K in Q2 2025. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

  • Silver Oak Securities reported no remaining Fidelity Blue Chip Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Silver Oak Securities sold 4,221 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $233K.
  • Silver Oak Securities first reported a position in Fidelity Blue Chip Growth ETF in Q4 2024 and held it in 4 quarters.
  • Silver Oak Securities's Fidelity Blue Chip Growth ETF position peaked at $247K in Q2 2025.
  • 266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.